Succession Planning |The Succession Planning Toolkit, 2nd EditionWritten byThe Law Practice Management DepartmentNovember 25, 2024Share this PostThis Succession Planning Toolkit provides the information lawyers need to successfully plan an easy transition from the practice of law. It is divided into four chapters, or steps, from simple to more complex. Although the Toolkit is designed so that …

 |Succession PlanningSudden Cessation of Practice and CustodianshipsWritten byThe Law Practice Management DepartmentNovember 20, 2024Share this PostTable of Contents TDRP 13 Custodian Guidance Client Files IOLTA Accounts Temporary Cessation Wrapping Up  Forms and Resources ⇚ Back The Mechanics of the Texas Rules of Disciplinary Procedure, Part XIII Cessation of practice procedure rests primarily on Texas Rules …

 |Succession PlanningTransition PlanningWritten byThe Law Practice Management DepartmentNovember 20, 2024Share this PostTable of Contents Overview Sales Overview FAQs Rules & Practice Tips Buyer & Seller Checklists Traditional Succession Methods  Closing Your Practice Dissolving the Professional Entity Forms and Resources ⇚ Back The goal of transition planning is to enable you to achieve what you perceive …

 |Succession PlanningDesignating a Custodian AttorneyWritten byThe Law Practice Management DepartmentNovember 20, 2024Share this PostTable of Contents TDRP 13.04 Custodian’s Role Designation Portal Custodian Agreement Will & POA Text Checklist  Forms and Resources ⇚ Back Designating a custodian attorney is a great place to start. It is quick, easy, and immediately provides for transition if you …

 |Succession PlanningFile Management and Ensuring Password AccessWritten byThe Law Practice Management DepartmentNovember 20, 2024Share this PostTable of Contents Rules & Ethics Practice Tips Fee Agreement Language Closing Files Password Access Checklist  Sample Policy ⇚ Back Managing accrued closed files can be a daunting task if an attorney has not employed file management or file retention …